Murphy and Company Q2 4.2.2 Retail Sample Guide

21

Transactions

Funds Transfer: Multi-Account

In the Transactions tab, then click on Funds Transfer . 1. Select Multi-Account Transfers

2. If you already have a template saved, select the template you will use. If you are sending a new transfer, decide if it will be recurring or one time transfer. If it’s recurring, select Create Template if it isn’t select a template then Transfer Funds . 3. Enter your Template name. 4. Select which users will have access to use this template. 5. Click Next .

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